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              GROWTH. TRANSFER. LEGACY.

EVENTS

The Exit Planning Exchange - XPX Charlotte Chapter 

Our association events promote peer learning, networking and visibility for our members in the local private company advisor community.  Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy. 

Upcoming events

    • April 28, 2021
    • 10:50 AM - 11:30 AM (EDT)
    • Virtual at 11 AM EDT - you'll receive call-in instructions upon registering
    Register

    Virtual meeting at 11 AM ET


    Welcome to XPX!

    Please join us at this quick monthly web meeting with members from across the country and learn how to get the most out of your membership.

    You’ll learn:

    • Where to find the resources and information you need to be the best advisor
    • How to share content to increase your visibility in our community
    • How to maximize the effectiveness and visibility of your profile on our site
    • How to manage your profile, registrations and payments through the website

    Your guides will be Mary Adams, XPX Executive Director, and Angie Ellis, XPX Chapter Administrator.

    (We hold these meetings the third Wednesday of every month at 11 AM ET. If you can’t make this meeting, please let us know in the registration form and we’ll add you to next month’s meeting). Non-members welcome to listen in too!


    • May 01, 2021
    • ? - 11:00 PM (EDT)
    • Your Group Leader Will Reach Out to Set a Date / Time
    Register



    Your Group Leader Will Reach Out to Set a Date / Time

    MAY POWER NETWORKING
    THE PROGRAM RUNS ALL MONTH
    DEADLINE TO SIGN UP IS MAY 01, 2021


    XThe Cross-Chapter program is a supplement to local XPX Chapter power networking. Please visit your Chapter website for more information. Use this Cross-Chapter option if you want to meet members from other parts of the country. You are welcome to participate in both programs if you want. Here's how it works:

    XPX Members rely on each other for advice and connections. This program helps spark virtual conversations in our network.

    Here's how the Power Networking works:

    • We'll match you with a group of around five fellow members of from other XPX Chapters
    • We'll try to balance members from different professions (Accountant, Attorney, Banker, Wealth Advisor, Consultant, etc)
    • Your group can set the virtual meeting for any time in the morning, afternoon or over cocktails
    • Your only commitment is to meet with your group at least once during the month for at least an hour. If the group decides to meet more than once, all the better
    The Power of 5 is just one more way we fulfill the promise of XPX of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

    When you register, let us know if you have an account to host video conferencing for your group for at least a full hour.

    Let me know if you have any question please email us

    • May 12, 2021
    • 11:30 AM - 12:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    MEET XPX CHARLOTTE


    Join on a Zoom call with leaders of XPX Charlotte to:

    • Understand our mission / purpose;
    • Learn how XPX is different from other organizations;
    • Hear from current members why XPX is important to them;
    • See our full collection of educational events, socials and other networking programs.


    Our Presenter:

    Sharai Lavoie, CEO - Lavoie CPA


    Sharai Lavoie is a member of the XPX Charlotte Membership Committee and CEO of Lavoie CPA. Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Lavoie CPA clients experience the power, expertise and technology of a large accounting and finance team.

    There is no charge for this event but registration is required.  Connection details sent upon registration.




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    • May 19, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    Welcome and Intro to the
    Why & What of Exit Planning


    Please join this virtual educational event. We will cover:

    • An overview of the stages and tracks that comprise effective exit planning.
    • Why is comprehensive exit planning important to achieving optimal outcomes for owners and their business?
    • Introduction to the ‘XPX Way’ of collaboration amongst exit planning practitioners.
    • Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.


    Speaker:

    Michael Stier, Area President – Carolinas FocusCFO



    Michael is a board member for XPX Charlotte and the leader of the education events committee. Additionally, Michael is a Certified Exit Planning Advisor (CEPA®)

    In his role as Area President with FocusCFO, Michael ties in his team of CFOs to work with entrepreneurs/ business owners throughout the Carolinas / Metro Charlotte area. As the #1 CFO services provider in the Southeast and Midwest, FocusCFO focuses on increasing cash flow from operations, reducing risk, building business value and helping our clients prepare for a future transition/ succession.

    Previously, Michael was a business owner/ entrepreneur who has been through the entire owner’s lifecycle. Concluding in a successful exit via a strategic sale.


    Virtual Event Pricing:

    There is no charge for this event, but registration is required. Open to all XPX members, and guests invited by members of XPX Charlotte. Connection details sent upon registration.



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    • June 09, 2021
    • 11:30 AM - 12:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    MEET XPX CHARLOTTE


    Join on a Zoom call with leaders of XPX Charlotte to:

    • Understand our mission / purpose;
    • Learn how XPX is different from other organizations;
    • Hear from current members why XPX is important to them;
    • See our full collection of educational events, socials and other networking programs.


    Our Presenter:

    Sharai Lavoie, CEO - Lavoie CPA


    Sharai Lavoie is a member of the XPX Charlotte Membership Committee and CEO of Lavoie CPA. Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Lavoie CPA clients experience the power, expertise and technology of a large accounting and finance team.

    There is no charge for this event but registration is required.  Connection details sent upon registration.



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    • June 23, 2021
    • 11:30 AM - 1:00 PM (EDT)
    • Virtual - Connection details sent upon registration.
    Register

    Introduction to the XPX Charlotte case study for 2021-22


    Please join this virtual educational event. Building on the May event:

    • We will introduce a business / owner case study scenario.
    • This case study scenario will provide the context for the subsequent series of educational events, throughout the 2nd half of 2021 and 1st half of 2022.
    • Each subsequent educational event will provide a deeper dive into a particular stage and track of the exit planning lifecycle.
    • Provide an opportunity to meet and interact with fellow chapter members in small breakout groups.


    Speaker:

    Adriana McLane, Growth Strategist - The A.M. Insight, LLC


    Adriana is a Launch Committee and Marketing Committee member of XPX Charlotte.

    Adriana a growth strategy expert for businesses and entrepreneurs looking to grow sales. She helps organizations do more of strategic work that matters most. Leveraging her strategic planning process (FulfillingStrategy.com) to help organizations significantly improve execution of strategic initiatives, increase capacity of the organization to do strategic work, and fuel employee engagement and performance.

    Virtual Event Pricing:

    This is an XPX Charlotte member educational event, invited first time guest(s) are welcome by member referral only.

    Charlotte Members – Free

    Charlotte members are encouraged to bring a first time guest (FREE) for this event. Contact angie@exitplanningexchange.com to register your guest.  

    Other XPX Chapter Members - Free

    Virtual - Connection details sent upon registration.




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Past events

April 14, 2021 Meet XPX Charlotte
March 24, 2021 XPX Emerging Professionals: When Advisors Collide
March 17, 2021 XPX Orientation
February 17, 2021 XPX Orientation

Next Chapter Events

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